Private Capital in Switzerland

<a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">D O W N L O A D</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">T H E</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">D A T A</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">P A C K </a>PRIVATE CAPITAL IN SWITZERLAND KEY FACTS <ul style="display: flex;"><li style="flex:1">52 </li><li style="flex:1">€632mn </li></ul>Average size of €1.9bn Average allocation to private capital among Switzerland-based investors. Total number of Switzerland-based funds in market, targeting an aggregate €13bn. Switzerland-based funds closed in 2018 YTD across all private capital. Fig. 2: Annual Switzerland-Based Private Capital Fundraising by Asset Class, 2008 - 2018 YTD (As at October 2018) Fig. 1: Annual Switzerland-Based Private Capital Fundraising, 2008 - 2018 YTD (As at October 2018) 100% 80% 60% 40% 20% 0% 39 40 <ul style="display: flex;"><li style="flex:1">5</li><li style="flex:1">1.2 </li></ul>5.9 14.6 22 33 Natural Resources Private Debt 35 34 35 30 25 20 15 10 5 32 31 30 <ul style="display: flex;"><li style="flex:1">26 </li><li style="flex:1">36 </li></ul>24 24 7.8 10.4 19 Infrastructure Real Estate 16 14.4 9.6 <ul style="display: flex;"><li style="flex:1">9.5 </li><li style="flex:1">9.3 </li></ul>8.4 <ul style="display: flex;"><li style="flex:1">6.8 </li><li style="flex:1">6.9 </li></ul>6.2 5.8 212 55.2 2.5 0 Private Equity & Venture Capital 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 YTD Year of Final Close No. of Funds Closed Aggregate Capital Raised (€bn) <ul style="display: flex;"><li style="flex:1">No. of Funds Closed </li><li style="flex:1">Aggregate Capital Raised (€bn) </li></ul><ul style="display: flex;"><li style="flex:1">Source: Preqin Pro </li><li style="flex:1">Source: Preqin Pro </li></ul>Fig. 4: Switzerland-Based Private Capital Assets under Management by Asset Class, 2008 - 2018 Fig. 3: Switzerland-Based Private Capital: Median Net IRRs by Vintage Year (As at October 2018) <ul style="display: flex;"><li style="flex:1">17.0% </li><li style="flex:1">50 </li></ul>40 30 20 10 0 18% 16% 14% 12% 10% 8% 16.7% 14.3% 11.5% 11.3% 10.9% 10.5% 9.2% 8.5% 8.1% 6.4% 6% 4% 2% 0% Private Equity Private Debt Real Estate Natural Resources Infrastructure 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Vintage Year <ul style="display: flex;"><li style="flex:1">Source: Preqin Pro </li><li style="flex:1">Source: Preqin Pro </li></ul>1© P r e q i n L t d . | w w w . p r e q i n . c o m <a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">D O W N L O A D</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">T H E</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">D A T A</a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank"> </a><a href="/goto?url=http://docs.preqin.com/data/Preqin-Private-Capital-in-Switzerland-October-2018-Data-Pack.xlsx" target="_blank">P A C K </a>Fig. 5: Switzerland-Based Private Capital Investors by Type Fig. 6: Switzerland-Based Investors’ Average Current and Target Allocations to Alternatives by Asset Class 25% Private Sector Pension Fund 22.1% 19.6% 20% Public Pension Fund 16% 24% 15% 10% Family Office 3% 3% Asset Manager Wealth Manager Insurance Company Bank/Investment Bank Other 7.7% 6.9% <ul style="display: flex;"><li style="flex:1">6.7% </li><li style="flex:1">6.6% </li></ul><ul style="display: flex;"><li style="flex:1">5.7% </li><li style="flex:1">5.6% </li></ul>4.2% 2.6% 5% 0% 12% 15% 12% Private Equity Venture Capital Real Estate Real Assets Private Debt 15% <ul style="display: flex;"><li style="flex:1">Current Allocation </li><li style="flex:1">Target Allocation </li></ul><ul style="display: flex;"><li style="flex:1">Source: Preqin Pro </li><li style="flex:1">Source: Preqin Pro </li></ul>Fig. 7: Largest Private Capital Funds Closed by Switzerland-Based Fund Managers in 2018 YTD (As at October 2018) Fund Size (mn) Geographic Focus Final Close <ul style="display: flex;"><li style="flex:1">Date </li><li style="flex:1">Fund </li><li style="flex:1">Firm </li><li style="flex:1">Fund Type </li></ul>Partners Group Direct Infrastructure 2016 <ul style="display: flex;"><li style="flex:1">Partners Group </li><li style="flex:1">Core-Plus Infrastructure </li><li style="flex:1">2,200 EUR </li><li style="flex:1">Europe </li><li style="flex:1">Feb-18 </li></ul><ul style="display: flex;"><li style="flex:1">Swiss Life Funds </li><li style="flex:1">Swiss Life (LUX) Global Infrastructure </li></ul>Opportunities II Core Infrastructure Buyout 1,200 EUR 1,200 EUR 1,200 USD 800 EUR Europe Europe Jul-18 Sep-18 Aug-18 Management (LUX) <ul style="display: flex;"><li style="flex:1">Capvis Equity V </li><li style="flex:1">CapVis Equity Partners </li></ul>Capital Dynamics Capital Dynamics Clean Energy and Infrastructure Fund VII Value Added Infrastructure Secondaries North America <ul style="display: flex;"><li style="flex:1">Europe </li><li style="flex:1">Annual Secondary Program Fund IV </li><li style="flex:1">Montana Capital Partners </li><li style="flex:1">Apr-18 </li></ul>Source: Preqin Pro Fig. 8: Top Performing Private Capital Funds Managed by Switzerland-Based Fund Managers (Vintages 2008 onwards) Fund Size (mn) Geographic Focus Net IRR (%) Date <ul style="display: flex;"><li style="flex:1">Reported </li><li style="flex:1">Fund </li><li style="flex:1">Firm </li><li style="flex:1">Vintage </li><li style="flex:1">Fund Type </li></ul>Core-Plus Infrastructure <ul style="display: flex;"><li style="flex:1">Aravis Energy I </li><li style="flex:1">Aravis </li><li style="flex:1">2009 </li><li style="flex:1">47 EUR </li><li style="flex:1">Europe </li><li style="flex:1">448.0 </li><li style="flex:1">Sep-18 </li></ul>Ufenau III German Asset Light Ufenau IV German Asset Light Invision Hospitality Ufenau Capital Partners Ufenau Capital Partners Invision 2011 2014 2015 2014 25 EUR 121 EUR 350 CHF 224 EUR Buyout Buyout Europe Europe Europe Europe 64.0 56.6 30.6 28.0 Mar-18 Mar-18 <ul style="display: flex;"><li style="flex:1">Buyout </li><li style="flex:1">Jun-18 </li></ul><ul style="display: flex;"><li style="flex:1">Euro Choice Secondary </li><li style="flex:1">Unigestion </li><li style="flex:1">Secondaries </li><li style="flex:1">Mar-18 </li></ul>Source: Preqin Pro 2© P r e q i n L t d . | w w w . p r e q i n . c o m

Private Capital in Switzerland

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